Our client is looking for an experienced Broker Assistant to assist their financial planners with the administration and processing of unit trust investments. This role will be critical in ensuring that backend operations run efficiently, from managing investments to helping with client documentation and ensuring compliance with legal and regulatory requirements. Ideal candidates will have experience in unit trust investments and be familiar with systems like Ninety One, Marriott, Allan Gray, and Cogence. […]
Investment Administration: Assist in the execution, processing, and administration of...